Boulay

Boulay is an independent accounting and advisory firm headquartered in Minnesota, serving Eden Prairie, Minneapolis and the surrounding area. Founded in 1934, it brings audit, tax, business consulting and wealth management together in one practice, and takes on clients across the US and abroad.

What Boulay does

• Assurance and audit: audits and attestation work, including lease accounting, SOC reporting and Low Carbon Fuel Standard verification.
• Tax: business and individual tax preparation and planning, plus state and local tax (SALT) advice.
• ESOP services: feasibility studies, plan design, administration and repurchase obligation work for employee-owned companies.
• Business consulting: succession planning, business valuation, transaction advisory, and outsourced or fractional CFO and controller support.
• Wealth management: personal financial planning, investment management, estate and trust work, and family office services.
• Employer retirement plans: plan administration and a pooled employer plan branded RetireNAV(k).

Who it works with

The firm advises individuals, closely held businesses, public companies with SEC reporting duties and public organisations. Sectors it names include construction, real estate, renewable energy, retail, manufacturing, non-profits, professional services and wholesale.

Key facts

• Based in: Minnesota, USA
• Founded: 1934
• Team: more than 300 people, including 49 partners and over 100 CPAs
• Ownership: independent and locally owned